Executive Team

Nicole Dragoo

Nicole Dragoo, JD

Chief Executive Officer

Nicole Dragoo is the Chief Executive Officer at Chandler Asset Management. Nicole joined the firm in December 2001 in an operations role. Over her tenure, she has been a core driver in cultivating the culture that makes Chandler unique and has led the expansion of the operations, compliance, legal and administrative functions as the firm has grown. From 2008 to 2021, she served in the roles of Chief Operating and Chief Compliance Officer and as President from 2021-2022.

As CEO, she leads the Executive committee, provides oversight of all aspects of the firm and is responsible for the firm’s strategy, culture and administration of resources. She is passionate about cultivating a culture of shared success by building a diverse and talented team of people dedicated to being stewards of the assets and communities entrusted to us.

Nicole started her investment career with Merrill Lynch on the institutional fixed income sales desk. Nicole earned her B.B.A. from the University of San Diego in business economics and her J.D. from the University of San Diego School of Law. She is a member of the State Bar of California. Nicole held the designation of Investment Adviser Certified Compliance Professional (IACCP) from 12/2010 through 12/2022.

*Please see the disclosure page for additional details on professional designations held by our team.

Martin Cassell

Martin Cassell, CFA

Chief Financial Officer

Martin Cassell is the Chief Financial Officer at Chandler Asset Management and is a principal of the firm. After being CEO for 18 years Martin has changed his role to usher in the next generation of leadership. He will remain part of Chandler’s executive team as CFO, corporate advisor, a member of the firm’s Executive Committee as well as Chair of the Board.

As CFO, Martin is responsible for the firm’s finances and manages the Employee Stock Ownership Plan. He is focused on building and sustaining the financial health of the firm and providing thought leadership and mentoring to the Executive Team. Martin designed the proprietary quantitative models that drive our investment process, establishing duration, structure, and asset allocation throughout client portfolios and continues working with our Chief Investment Officers to continually improve client portfolio outcomes.

Martin joined Chandler in 1991 from the City of San Diego where he managed a $1 billion fixed income portfolio. He began his investment career in 1987 managing portfolios at World Savings and Loan. Martin received his B.S. in Finance from California State University, Hayward. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

William Dennehy

William Dennehy II, CFA

Co-Chief Investment Officer

William Dennehy is a Co-Chief Investment Officer at Chandler Asset Management and maintains multiple leadership responsibilities at the firm, including being a member of the Executive Leadership Team since 2016, focused on setting the overall strategic direction of the firm. Specific to the investment team, William co-chairs both the Economic and Market Analysis Committee as well as the Credit Committee and is also a voting member of the firm’s Multi-Asset Class Committee. In addition to his responsibilities in helping to lead the investment team, he is also actively involved with specific client relationships to implement portfolio strategies and securities trading. Of particular emphasis during his time at Chandler, which began in 2011, has been collaborating with clients to expand their investment mandates in an effort to identify more creative and robust investment strategy solutions to meet client goals.

Prior to joining Chandler, William spent 10 years working for Northern Trust Global Investments in Chicago, IL, most recently as a Senior Portfolio Manager and Vice President, with a wide range of responsibilities in asset allocation, quantitative and qualitative analysis, and trading in client accounts. William began his investment career in New York City, working for several financial institutions, including Kidder Peabody, Swiss Bank, and UBS, primarily trading short term interest rate products to support the overall capital market operations of the respective institutions.

William earned his B.S. in Business Administration with an option in Finance from California State University at Chico. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Scott Prickett

Scott Prickett, CTP

Co-Chief Investment Officer

Scott Prickett is a Co-Chief Investment Officer. He is responsible for building and maintaining client relationships with a focus upon developing and enhancing client investment programs. Scott actively participates in the portfolio management process and meets with clients on a regular basis to review their accounts, portfolio activity, portfolio strategy and financial markets. Scott has 30 years of investment industry experience focused largely on managing short-term fixed income strategies for governmental and institutional non-profit clients.

Prior to joining Chandler, Scott was Managing Director and Portfolio Manager at Davidson Fixed Income Management. Scott was directly responsible for managing over $750 million in client assets and had management responsibilities over multiple business units with combined total assets of over $5 billion. These included taxable and tax-exempt SMA programs, a Local Government Investment Pool (LGIP) and SeaCap Investment Advisors. At ALPS Mutual Fund Services, Scott played a key role in developing two SEC registered mutual funds. Scott also spent two years at Pacific Investment Management Company (PIMCO) as a fixed income Portfolio Specialist for over $1.4 billion in assets.

Scott is a graduate of the University of Northern Colorado with a degree in business administration with an emphasis in finance. Scott has earned the Association of Financial Professionals designation as a Certified Treasury Professional (CTP) and is a frequent speaker for various local and national organizations.

*Please see the disclosure page for additional details on professional designations held by our team.

Nicole Dragoo is the Chief Executive Officer at Chandler Asset Management. Nicole joined the firm in December 2001 in an operations role. Over her tenure, she has been a core driver in cultivating the culture that makes Chandler unique and has led the expansion of the operations, compliance, legal and administrative functions as the firm has grown. From 2008 to 2021, she served in the roles of Chief Operating and Chief Compliance Officer and as President from 2021-2022.

As CEO, she leads the Executive committee, provides oversight of all aspects of the firm and is responsible for the firm’s strategy, culture and administration of resources. She is passionate about cultivating a culture of shared success by building a diverse and talented team of people dedicated to being stewards of the assets and communities entrusted to us.

Nicole started her investment career with Merrill Lynch on the institutional fixed income sales desk. Nicole earned her B.B.A. from the University of San Diego in business economics and her J.D. from the University of San Diego School of Law. She is a member of the State Bar of California. Nicole held the designation of Investment Adviser Certified Compliance Professional (IACCP) from 12/2010 through 12/2022.

*Please see the disclosure page for additional details on professional designations held by our team.

Martin Cassell is the Chief Financial Officer at Chandler Asset Management and is a principal of the firm. After being CEO for 18 years Martin has changed his role to usher in the next generation of leadership. He will remain part of Chandler’s executive team as CFO, corporate advisor, a member of the firm’s Executive Committee as well as Chair of the Board.

As CFO, Martin is responsible for the firm’s finances and manages the Employee Stock Ownership Plan. He is focused on building and sustaining the financial health of the firm and providing thought leadership and mentoring to the Executive Team. Martin designed the proprietary quantitative models that drive our investment process, establishing duration, structure, and asset allocation throughout client portfolios and continues working with our Chief Investment Officers to continually improve client portfolio outcomes.

Martin joined Chandler in 1991 from the City of San Diego where he managed a $1 billion fixed income portfolio. He began his investment career in 1987 managing portfolios at World Savings and Loan. Martin received his B.S. in Finance from California State University, Hayward. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

William Dennehy is a Co-Chief Investment Officer at Chandler Asset Management and maintains multiple leadership responsibilities at the firm, including being a member of the Executive Leadership Team since 2016, focused on setting the overall strategic direction of the firm. Specific to the investment team, William co-chairs both the Economic and Market Analysis Committee as well as the Credit Committee and is also a voting member of the firm’s Multi-Asset Class Committee. In addition to his responsibilities in helping to lead the investment team, he is also actively involved with specific client relationships to implement portfolio strategies and securities trading. Of particular emphasis during his time at Chandler, which began in 2011, has been collaborating with clients to expand their investment mandates in an effort to identify more creative and robust investment strategy solutions to meet client goals.

Prior to joining Chandler, William spent 10 years working for Northern Trust Global Investments in Chicago, IL, most recently as a Senior Portfolio Manager and Vice President, with a wide range of responsibilities in asset allocation, quantitative and qualitative analysis, and trading in client accounts. William began his investment career in New York City, working for several financial institutions, including Kidder Peabody, Swiss Bank, and UBS, primarily trading short term interest rate products to support the overall capital market operations of the respective institutions.

William earned his B.S. in Business Administration with an option in Finance from California State University at Chico. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Scott Prickett is a Co-Chief Investment Officer. He is responsible for building and maintaining client relationships with a focus upon developing and enhancing client investment programs. Scott actively participates in the portfolio management process and meets with clients on a regular basis to review their accounts, portfolio activity, portfolio strategy and financial markets. Scott has 30 years of investment industry experience focused largely on managing short-term fixed income strategies for governmental and institutional non-profit clients.

Prior to joining Chandler, Scott was Managing Director and Portfolio Manager at Davidson Fixed Income Management. Scott was directly responsible for managing over $750 million in client assets and had management responsibilities over multiple business units with combined total assets of over $5 billion. These included taxable and tax-exempt SMA programs, a Local Government Investment Pool (LGIP) and SeaCap Investment Advisors. At ALPS Mutual Fund Services, Scott played a key role in developing two SEC registered mutual funds. Scott also spent two years at Pacific Investment Management Company (PIMCO) as a fixed income Portfolio Specialist for over $1.4 billion in assets.

Scott is a graduate of the University of Northern Colorado with a degree in business administration with an emphasis in finance. Scott has earned the Association of Financial Professionals designation as a Certified Treasury Professional (CTP) and is a frequent speaker for various local and national organizations.

*Please see the disclosure page for additional details on professional designations held by our team.

Jayson Schmitt

Jayson Schmitt, CFA

Co-Chief Investment Officer

Jayson Schmitt is a Co-Chief Investment Officer at Chandler Asset Management. In addition to his duties as a Co-CIO, he oversees daily trading. He has been instrumental in the development and integration of quantitative analytic tools for the portfolio management process.

Prior to joining Chandler in 1995, Mr. Schmitt was employed as a Financial Analyst with USA Federal Credit Union in San Diego, managing a $100 million liquidity book. His responsibilities there also included asset/liability management.

Mr. Schmitt earned his B.A. in economics from San Diego State University. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Ryan Tauber

Ryan Tauber

Managing Director of Business Development

Ryan Tauber is the Managing Director of Business Development at Chandler Asset Management. He is responsible for leading business development which includes the sales, marketing, and client service functions for the firm, as well as leveraging our past successes to expand our client base into other institutional and public agency opportunities.

Ryan brings over 20 years of experience in the financial services industry. Prior to joining Chandler, Ryan held roles with Morgan Stanley, Bank of America, and Union Bank where in addition to business development, his responsibilities included directing both strategy and risk related functions. Ryan is a graduate of the University of Southern California where he received his degree in Finance from the Marshall School of Business. In addition, he received his M.B.A. from Pepperdine University.

Adriana Haefner

Adriana Haefner, SHRM-SCP

Human Resources Director

Adriana Haefner joined Chandler as Human Resources Director and oversees core HR functions including payroll, benefits, performance management, employee relations, and safety. In her role, Adriana also works to enhance Chandler’s workplace culture through training, development, and recruiting efforts, as well as spearheads the planning, implementation, and evaluation of employee policies, programs, and practices.

Adriana has over twelve years’ experience in Human Resources. Before her role with Chandler, she served as the HR Director for Keller Interiors. Prior positions include HR Manager for the San Diego Convention Center and HR Director for Westcore Properties. Adriana has also served as the HR Manager for El Super Grocery Stores and Target Corporation. Her positions at Target also included Assets Protection Investigator, Logistics Manager, and Operations Manager.

Adriana holds a Bachelor of Arts from the University of Southern California and has her SHRM Senior Certified Professional designation.

Michael Rasmussen

Michael Rasmussen, JD

Chief Compliance Officer/ General Counsel

Michael Rasmussen joined Chandler Asset Management in March of 2023 as the firm’s Chief Compliance Officer and General Counsel. He leads the compliance team, provides day-to-day guidance and compliance monitoring of the firm’s regulatory environment and the legal framework governing SEC-registered investment advisors. Michael also assists the firm’s CEO with the oversight functions within the firm and administering all aspects of the compliance program.

Michael began his career in the securities industry as a regulator with the Financial Industry Regulatory Authority (FINRA) and since that time has provided legal and compliance consulting services to hundreds of investment advisers, private fund managers, and broker-dealers. Michael has also served as Chief Compliance Officer and General Counsel for several established investment advisory firms. Michael graduated from Nova Southeastern University Shepard Broad College of Law and is a licensed attorney in Florida and a registered solicitor in the United Kingdom. He has passed the FINRA Series 7, 14, 24, 63, and 65 examinations and has taught several courses on investment adviser compliance. In addition, he sits on the Education Committee for the National Society of Compliance Professionals.

Jayson Schmitt is a Co-Chief Investment Officer at Chandler Asset Management. In addition to his duties as a Co-CIO, he oversees daily trading. He has been instrumental in the development and integration of quantitative analytic tools for the portfolio management process.

Prior to joining Chandler in 1995, Mr. Schmitt was employed as a Financial Analyst with USA Federal Credit Union in San Diego, managing a $100 million liquidity book. His responsibilities there also included asset/liability management.

Mr. Schmitt earned his B.A. in economics from San Diego State University. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Ryan Tauber is the Managing Director of Business Development at Chandler Asset Management. He is responsible for leading business development which includes the sales, marketing, and client service functions for the firm, as well as leveraging our past successes to expand our client base into other institutional and public agency opportunities.

Ryan brings over 20 years of experience in the financial services industry. Prior to joining Chandler, Ryan held roles with Morgan Stanley, Bank of America, and Union Bank where in addition to business development, his responsibilities included directing both strategy and risk related functions. Ryan is a graduate of the University of Southern California where he received his degree in Finance from the Marshall School of Business. In addition, he received his M.B.A. from Pepperdine University.

Adriana Haefner joined Chandler as Human Resources Director and oversees core HR functions including payroll, benefits, performance management, employee relations, and safety. In her role, Adriana also works to enhance Chandler’s workplace culture through training, development, and recruiting efforts, as well as spearheads the planning, implementation, and evaluation of employee policies, programs, and practices.

Adriana has over twelve years’ experience in Human Resources. Before her role with Chandler, she served as the HR Director for Keller Interiors. Prior positions include HR Manager for the San Diego Convention Center and HR Director for Westcore Properties. Adriana has also served as the HR Manager for El Super Grocery Stores and Target Corporation. Her positions at Target also included Assets Protection Investigator, Logistics Manager, and Operations Manager.

Adriana holds a Bachelor of Arts from the University of Southern California and has her SHRM Senior Certified Professional designation.

Michael Rasmussen joined Chandler Asset Management in March of 2023 as the firm’s Chief Compliance Officer and General Counsel. He leads the compliance team, provides day-to-day guidance and compliance monitoring of the firm’s regulatory environment and the legal framework governing SEC-registered investment advisors. Michael also assists the firm’s CEO with the oversight functions within the firm and administering all aspects of the compliance program.

Michael began his career in the securities industry as a regulator with the Financial Industry Regulatory Authority (FINRA) and since that time has provided legal and compliance consulting services to hundreds of investment advisers, private fund managers, and broker-dealers. Michael has also served as Chief Compliance Officer and General Counsel for several established investment advisory firms. Michael graduated from Nova Southeastern University Shepard Broad College of Law and is a licensed attorney in Florida and a registered solicitor in the United Kingdom. He has passed the FINRA Series 7, 14, 24, 63, and 65 examinations and has taught several courses on investment adviser compliance. In addition, he sits on the Education Committee for the National Society of Compliance Professionals.

Investment Management Team

William Dennehy

William Dennehy II, CFA

Co-Chief Investment Officer

William Dennehy is a Co-Chief Investment Officer at Chandler Asset Management and maintains multiple leadership responsibilities at the firm, including being a member of the Executive Leadership Team since 2016, focused on setting the overall strategic direction of the firm. Specific to the investment team, William co-chairs both the Economic and Market Analysis Committee as well as the Credit Committee and is also a voting member of the firm’s Multi-Asset Class Committee. In addition to his responsibilities in helping to lead the investment team, he is also actively involved with specific client relationships to implement portfolio strategies and securities trading. Of particular emphasis during his time at Chandler, which began in 2011, has been collaborating with clients to expand their investment mandates in an effort to identify more creative and robust investment strategy solutions to meet client goals.

Prior to joining Chandler, William spent 10 years working for Northern Trust Global Investments in Chicago, IL, most recently as a Senior Portfolio Manager and Vice President, with a wide range of responsibilities in asset allocation, quantitative and qualitative analysis, and trading in client accounts. William began his investment career in New York City, working for several financial institutions, including Kidder Peabody, Swiss Bank, and UBS, primarily trading short term interest rate products to support the overall capital market operations of the respective institutions.

William earned his B.S. in Business Administration with an option in Finance from California State University at Chico. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Scott Prickett

Scott Prickett, CTP

Co-Chief Investment Officer

Scott Prickett is a Co-Chief Investment Officer. He is responsible for building and maintaining client relationships with a focus upon developing and enhancing client investment programs. Scott actively participates in the portfolio management process and meets with clients on a regular basis to review their accounts, portfolio activity, portfolio strategy and financial markets. Scott has 30 years of investment industry experience focused largely on managing short-term fixed income strategies for governmental and institutional non-profit clients.

Prior to joining Chandler, Scott was Managing Director and Portfolio Manager at Davidson Fixed Income Management. Scott was directly responsible for managing over $750 million in client assets and had management responsibilities over multiple business units with combined total assets of over $5 billion. These included taxable and tax-exempt SMA programs, a Local Government Investment Pool (LGIP) and SeaCap Investment Advisors. At ALPS Mutual Fund Services, Scott played a key role in developing two SEC registered mutual funds. Scott also spent two years at Pacific Investment Management Company (PIMCO) as a fixed income Portfolio Specialist for over $1.4 billion in assets.

Scott is a graduate of the University of Northern Colorado with a degree in business administration with an emphasis in finance. Scott has earned the Association of Financial Professionals designation as a Certified Treasury Professional (CTP) and is a frequent speaker for various local and national organizations.

*Please see the disclosure page for additional details on professional designations held by our team.

Jayson Schmitt

Jayson Schmitt, CFA

Co-Chief Investment Officer

Jayson Schmitt is a Co-Chief Investment Officer. He has been instrumental in the development and integration of quantitative analytic tools for the portfolio management process.

Prior to joining Chandler in 1995, Mr. Schmitt was employed as a Financial Analyst with USA Federal Credit Union in San Diego, managing a $100 million liquidity book. His responsibilities there also included asset/liability management.

Mr. Schmitt earned his B.A. in economics from San Diego State University. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Daniel Delaney

Daniel Delaney, CFA

Senior Portfolio Manager

Daniel (Dan) Delaney is Senior Portfolio Manager at Chandler Asset Management. He is responsible for implementing portfolio strategy and securities trading in client accounts.

Prior to joining Chandler in 2021, Dan was a Senior Portfolio Manager with Allianz Global Investors, based in New York, responsible for managing Global Credit mandates. Dan also spent ten years as a Global Credit Analyst and Portfolio Manager with Rogge Global Partners, both in London and New York.

Daniel earned a B.A. (Honors) degree in Business Economics from the University of Exeter, UK. He holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

William Dennehy is a Co-Chief Investment Officer at Chandler Asset Management and maintains multiple leadership responsibilities at the firm, including being a member of the Executive Leadership Team since 2016, focused on setting the overall strategic direction of the firm. Specific to the investment team, William co-chairs both the Economic and Market Analysis Committee as well as the Credit Committee and is also a voting member of the firm’s Multi-Asset Class Committee. In addition to his responsibilities in helping to lead the investment team, he is also actively involved with specific client relationships to implement portfolio strategies and securities trading. Of particular emphasis during his time at Chandler, which began in 2011, has been collaborating with clients to expand their investment mandates in an effort to identify more creative and robust investment strategy solutions to meet client goals.

Prior to joining Chandler, William spent 10 years working for Northern Trust Global Investments in Chicago, IL, most recently as a Senior Portfolio Manager and Vice President, with a wide range of responsibilities in asset allocation, quantitative and qualitative analysis, and trading in client accounts. William began his investment career in New York City, working for several financial institutions, including Kidder Peabody, Swiss Bank, and UBS, primarily trading short term interest rate products to support the overall capital market operations of the respective institutions.

William earned his B.S. in Business Administration with an option in Finance from California State University at Chico. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Scott Prickett is a Co-Chief Investment Officer. He is responsible for building and maintaining client relationships with a focus upon developing and enhancing client investment programs. Scott actively participates in the portfolio management process and meets with clients on a regular basis to review their accounts, portfolio activity, portfolio strategy and financial markets. Scott has 30 years of investment industry experience focused largely on managing short-term fixed income strategies for governmental and institutional non-profit clients.

Prior to joining Chandler, Scott was Managing Director and Portfolio Manager at Davidson Fixed Income Management. Scott was directly responsible for managing over $750 million in client assets and had management responsibilities over multiple business units with combined total assets of over $5 billion. These included taxable and tax-exempt SMA programs, a Local Government Investment Pool (LGIP) and SeaCap Investment Advisors. At ALPS Mutual Fund Services, Scott played a key role in developing two SEC registered mutual funds. Scott also spent two years at Pacific Investment Management Company (PIMCO) as a fixed income Portfolio Specialist for over $1.4 billion in assets.

Scott is a graduate of the University of Northern Colorado with a degree in business administration with an emphasis in finance. Scott has earned the Association of Financial Professionals designation as a Certified Treasury Professional (CTP) and is a frequent speaker for various local and national organizations.

*Please see the disclosure page for additional details on professional designations held by our team.

Jayson Schmitt is a Co-Chief Investment Officer. He has been instrumental in the development and integration of quantitative analytic tools for the portfolio management process.

Prior to joining Chandler in 1995, Mr. Schmitt was employed as a Financial Analyst with USA Federal Credit Union in San Diego, managing a $100 million liquidity book. His responsibilities there also included asset/liability management.

Mr. Schmitt earned his B.A. in economics from San Diego State University. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Daniel (Dan) Delaney is Senior Portfolio Manager at Chandler Asset Management. He is responsible for implementing portfolio strategy and securities trading in client accounts.

Prior to joining Chandler in 2021, Dan was a Senior Portfolio Manager with Allianz Global Investors, based in New York, responsible for managing Global Credit mandates. Dan also spent ten years as a Global Credit Analyst and Portfolio Manager with Rogge Global Partners, both in London and New York.

Daniel earned a B.A. (Honors) degree in Business Economics from the University of Exeter, UK. He holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Genny Lynkiewicz

Genny Lynkiewicz, CFA

Senior Portfolio Manager

Genny Lynkiewicz is a Senior Portfolio Manager at Chandler Asset Management. She is responsible for implementing portfolio strategy and securities trading in client accounts. Prior to joining Chandler in 2015, Genny worked at BMO Asset Management in Chicago where she managed over $8 billion in taxable money market funds, securities lending portfolios and separately managed accounts.

Genny earned a B.B.A. in Finance, Investment & Banking and a Certificate in International Business from the University of Wisconsin, Madison. She holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Julie Hughes

Julie Hughes

Senior Portfolio Strategist

Julie Hughes is a Senior Portfolio Strategist at Chandler Asset Management. She is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process. Julie has over 20 years of finance, strategy, and client relationship management experience.

Prior to joining Chandler, Julie was a Portfolio Manager at Davidson Fixed Income Management, where she managed short-term fixed income portfolios for government and non-profit clients. She was responsible for managing over $400 million in assets and leading the municipal bond credit research and analysis for a $300 million tax-exempt bond fund. Julie also has deep expertise in the investment of tax-exempt bond proceeds and hedging interest rate risk for tax-exempt debt. Prior to 2004, she held positions in corporate strategy and management consulting.

Julie earned an MBA from the Wharton School of the University of Pennsylvania and a BA in Marketing from the University of Texas of Austin.

Carlos Oblites

Carlos Oblites

Senior Portfolio Strategist

Carlos Oblites is Senior Portfolio Strategist. He is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process. Carlos has 26 years of investment and financial experience, focused largely on managing short-term fixed income and pension strategies for governmental and institutional non-profit clients. Carlos currently serves as Co-Chair of the firm’s Multi Asset Class Committee. He also serves as a member of the Government Finance Officers Association’s (GFOA) Committee on Retirement and Benefits Administration (CORBA), which tracks new industry practices, regulatory and legislative developments, and issues best practices to assist public pension and personnel officers effectively manage state and local retirement funds and employee benefits.

Prior to joining Chandler, Carlos served as the Administrative Services Manager at Central Marin Sanitation Agency (CMSA) and was responsible for all aspects of the Agency’s financial, human resources, administrative support, and information systems activities. He also has significant expertise in serving California public agencies, healthcare, and insurance clients through his roles as Director at PFM Asset Management, and as a Principal at Wells Capital Management. Previous responsibilities include managing a variety of institutional client relationships and developing, implementing, and monitoring customized investment strategies for operating funds, bond proceeds, pension, and post-retirement funds. Carlos has also worked as a teacher for the Long Beach Unified School District.

Carlos holds a Bachelor of Arts degree in History from the University of California, Santa Barbara, and earned a Master’s degree in Business Administration from San Francisco State University.

Chris

Christopher McCarry, AIF

Senior Portfolio Strategist

Christopher McCarry is a Senior Portfolio Strategist and joined the firm in 2013. Chris is a member of the Investment Management Team and participates actively in the portfolio management process as well as builds and maintains client relationships. As a portfolio strategist, Chris focuses on identifying and communicating key investment related themes and trends for implementation into fixed income strategies for local government and institutional clients.

Prior to joining the Investment Management Team in 2019, Chris was an Investment Consultant for the Client Services Team. Chris has worked in the investment industry since 2001 with a diverse background in financial services. In his most recent role prior to Chandler, he was the Regional Vice President for Zack’s Investment Management focusing on retail sales for the West Coast Territory. Other roles include an Advisory Consultant at LPL Financial and he began his career at Penn Mutual Life.

Chris is a graduate of Bucknell University with his BA in both International Relations (Latin America Focus) and Spanish. He holds his Accredited Investment Fiduciary (AIF®) designation.

Genny Lynkiewicz is a Senior Portfolio Manager at Chandler Asset Management. She is responsible for implementing portfolio strategy and securities trading in client accounts. Prior to joining Chandler in 2015, Genny worked at BMO Asset Management in Chicago where she managed over $8 billion in taxable money market funds, securities lending portfolios and separately managed accounts.

Genny earned a B.B.A. in Finance, Investment & Banking and a Certificate in International Business from the University of Wisconsin, Madison. She holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Julie Hughes is a Senior Portfolio Strategist at Chandler Asset Management. She is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process. Julie has over 20 years of finance, strategy, and client relationship management experience.

Prior to joining Chandler, Julie was a Portfolio Manager at Davidson Fixed Income Management, where she managed short-term fixed income portfolios for government and non-profit clients. She was responsible for managing over $400 million in assets and leading the municipal bond credit research and analysis for a $300 million tax-exempt bond fund. Julie also has deep expertise in the investment of tax-exempt bond proceeds and hedging interest rate risk for tax-exempt debt. Prior to 2004, she held positions in corporate strategy and management consulting.

Julie earned an MBA from the Wharton School of the University of Pennsylvania and a BA in Marketing from the University of Texas of Austin.

Carlos Oblites is Senior Portfolio Strategist. He is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process. Carlos has 26 years of investment and financial experience, focused largely on managing short-term fixed income and pension strategies for governmental and institutional non-profit clients. Carlos currently serves as Co-Chair of the firm’s Multi Asset Class Committee. He also serves as a member of the Government Finance Officers Association’s (GFOA) Committee on Retirement and Benefits Administration (CORBA), which tracks new industry practices, regulatory and legislative developments, and issues best practices to assist public pension and personnel officers effectively manage state and local retirement funds and employee benefits.

Prior to joining Chandler, Carlos served as the Administrative Services Manager at Central Marin Sanitation Agency (CMSA) and was responsible for all aspects of the Agency’s financial, human resources, administrative support, and information systems activities. He also has significant expertise in serving California public agencies, healthcare, and insurance clients through his roles as Director at PFM Asset Management, and as a Principal at Wells Capital Management. Previous responsibilities include managing a variety of institutional client relationships and developing, implementing, and monitoring customized investment strategies for operating funds, bond proceeds, pension, and post-retirement funds. Carlos has also worked as a teacher for the Long Beach Unified School District.

Carlos holds a Bachelor of Arts degree in History from the University of California, Santa Barbara, and earned a Master’s degree in Business Administration from San Francisco State University.

Christopher McCarry is a Senior Portfolio Strategist and joined the firm in 2013. Chris is a member of the Investment Management Team and participates actively in the portfolio management process as well as builds and maintains client relationships. As a portfolio strategist, Chris focuses on identifying and communicating key investment related themes and trends for implementation into fixed income strategies for local government and institutional clients.

Prior to joining the Investment Management Team in 2019, Chris was an Investment Consultant for the Client Services Team. Chris has worked in the investment industry since 2001 with a diverse background in financial services. In his most recent role prior to Chandler, he was the Regional Vice President for Zack’s Investment Management focusing on retail sales for the West Coast Territory. Other roles include an Advisory Consultant at LPL Financial and he began his career at Penn Mutual Life.

Chris is a graduate of Bucknell University with his BA in both International Relations (Latin America Focus) and Spanish. He holds his Accredited Investment Fiduciary (AIF®) designation.

Alaynè Marie Sampson

Alaynè Marie Sampson

Senior Portfolio Strategist

Alaynè Marie Sampson joined Chandler in 2022 as a Senior Portfolio Strategist. She is a member of the Investment Management Team and participates actively in the portfolio management process as well as builds and maintains client relationships. Alaynè has over 20 years of investment and financial experience. She focuses on identifying and communicating key investment related themes and trends for implementation into fixed income strategies for local government and institutional clients.

Prior to joining Chandler, Alaynè was a Senior Short-Term Credit Analyst, where she was responsible for fundamental credit analysis of commercial paper issuers for a $135 billion cash portfolio. Other roles include Business Project Manager, TAP Associate, and Senior Business Systems Analyst. Alaynè is the Board Chair for Court Appointed Special Advocates of Los Angeles.

Alaynè is a graduate of Cornell University with her B.A. in Women’s Studies. She holds the FINRA Series 65 license.

Tim Secontine

Tim Secontine

Senior Credit Analyst

Tim Secontine joined Chandler Asset Management in 2023 as a Senior Credit Analyst. He is responsible for analyzing and assessing the creditworthiness of debt issuers and their debt securities.  He actively participates in the portfolio management process and credit committee. Tim has over 27 years of experience covering public and private credit issuers across loans and investment grade and high yield fixed income markets.

Previously, Tim was at Golub Capital as a credit analyst and portfolio manager where he was responsible for the healthcare sector. Prior to working for Golub Capital, he was at Northern Trust Asset Management as a credit research analyst and portfolio manager.

Tim earned his bachelor’s in Finance & Philosophy from the University of Notre Dame and MSA in Accountancy from DePaul University. He passed the Certified Public Accountant exam and is currently pursuing the Chartered Financial Analyst® designation.

John McDowell

John McDowell, CFA, CMT

Portfolio Manager

John McDowell joined Chandler Asset Management in 2023 as a Portfolio Manager. He is responsible for implementing portfolio strategy and securities trading in client accounts and contributing to the firm’s market outlook.

Prior to joining Chandler, John spent 11 years performing fundamental company and market research and analysis and portfolio management at an investment management firm in Santa Monica and the Irvine Company in Newport Beach. John was also an equity trader with a private practice for five years.

John earned a B.S. degree in Electrical Engineering from the University of Southern California and an M.B.A. from the New York University Stern School of Business. He holds the designations of Chartered Financial Analyst® (CFA) and Chartered Market Technician (CMT).

*Please see the disclosure page for additional details on professional designations held by our team.

Kara Hooks

Kara Hooks

Portfolio Strategist

Kara Hooks joined Chandler Asset Management in 2012 and is a Portfolio Strategist. As a member of the Investment Management team, she actively participates in the portfolio management process with a focus on building and maintaining our client relationships. Kara focuses on identifying and communicating key investment related themes and trends for implementation into local government and institutional client portfolios.

Kara held various roles working in administration and client service departments prior to accepting the position of Client Service Director. She graduated with her B.A. in communication, emphasis in public relations from University of the Pacific and earned her M.A.  in communication from San Diego State University. Kara was awarded the CFA Institute’s Investment Foundations Certificate (formerly Claritas® Investment Certificate) in 2013. She holds the FINRA Series 65 license.

Alaynè Marie Sampson joined Chandler in 2022 as a Senior Portfolio Strategist. She is a member of the Investment Management Team and participates actively in the portfolio management process as well as builds and maintains client relationships. Alaynè has over 20 years of investment and financial experience. She focuses on identifying and communicating key investment related themes and trends for implementation into fixed income strategies for local government and institutional clients.

Prior to joining Chandler, Alaynè was a Senior Short-Term Credit Analyst, where she was responsible for fundamental credit analysis of commercial paper issuers for a $135 billion cash portfolio. Other roles include Business Project Manager, TAP Associate, and Senior Business Systems Analyst. Alaynè is the Board Chair for Court Appointed Special Advocates of Los Angeles.

Alaynè is a graduate of Cornell University with her B.A. in Women’s Studies. She holds the FINRA Series 65 license.

Tim Secontine joined Chandler Asset Management in 2023 as a Senior Credit Analyst. He is responsible for analyzing and assessing the creditworthiness of debt issuers and their debt securities.  He actively participates in the portfolio management process and credit committee. Tim has over 27 years of experience covering public and private credit issuers across loans and investment grade and high yield fixed income markets.

Previously, Tim was at Golub Capital as a credit analyst and portfolio manager where he was responsible for the healthcare sector. Prior to working for Golub Capital, he was at Northern Trust Asset Management as a credit research analyst and portfolio manager.

Tim earned his bachelor’s in Finance & Philosophy from the University of Notre Dame and MSA in Accountancy from DePaul University. He passed the Certified Public Accountant exam and is currently pursuing the Chartered Financial Analyst® designation.

John McDowell joined Chandler Asset Management in 2023 as a Portfolio Manager. He is responsible for implementing portfolio strategy and securities trading in client accounts and contributing to the firm’s market outlook.

Prior to joining Chandler, John spent 11 years performing fundamental company and market research and analysis and portfolio management at an investment management firm in Santa Monica and the Irvine Company in Newport Beach. John was also an equity trader with a private practice for five years.

John earned a B.S. degree in Electrical Engineering from the University of Southern California and an M.B.A. from the New York University Stern School of Business. He holds the designations of Chartered Financial Analyst® (CFA) and Chartered Market Technician (CMT).

*Please see the disclosure page for additional details on professional designations held by our team.

Kara Hooks joined Chandler Asset Management in 2012 and is a Portfolio Strategist. As a member of the Investment Management team, she actively participates in the portfolio management process with a focus on building and maintaining our client relationships. Kara focuses on identifying and communicating key investment related themes and trends for implementation into local government and institutional client portfolios.

Kara held various roles working in administration and client service departments prior to accepting the position of Client Service Director. She graduated with her B.A. in communication, emphasis in public relations from University of the Pacific and earned her M.A.  in communication from San Diego State University. Kara was awarded the CFA Institute’s Investment Foundations Certificate (formerly Claritas® Investment Certificate) in 2013. She holds the FINRA Series 65 license.

Karl Meng

Karl Meng

Portfolio Strategist

Karl Meng joined Chandler Asset Management in 2022 as a Portfolio Strategist. He is a member of the Investment Management Team and participates actively in the portfolio management process as well as builds and maintains client relationships. He focuses on identifying and communicating key investment related themes and trends for implementation into clients’ portfolios.

Karl has over 14 years of Institutional Sales & Trading experience specializing in Federal Agency Fixed Income products, Mortgage-Backed Securities, and US Treasuries. Prior to joining Chandler, Karl was a Vice President for Vining Sparks IBG LP, where he was responsible for establishing and maintaining trading relationships with Government Entities and Institutional Asset managers. Karl is a graduate of San Diego State University with his B.A. in Economics. He holds the FINRA Series 7, Series 63, and Series 65 licenses.

Stephen Church

Stephen Church

Assistant Portfolio Manager

Stephen Church joined Chandler in 2022 as an Assistant Portfolio Manager. He is responsible for supporting the investment management team with portfolio and fixed income research as well as assisting with trading and reporting issues.

Previously, Stephen worked as an Associate Portfolio Manager at Hearthstone Wealth Management where he provided research on economic and market conditions, trends, asset classes, individual investments, and investment strategies as well as assisted in investment model construction, implementation, management, and maintenance. Prior to working at Hearthstone, he worked at Fisher Investments as a Research Analyst within the Portfolio Evaluation Group.

Stephen graduated from the University of Arizona in 2012 with a B.S. in Business Administration. Stephen is currently pursuing the Chartered Financial Analyst® designation.

Aaron Nail

Aaron Nail, CFA

Assistant Portfolio Manager

Aaron Nail joined Chandler Asset Management in 2022 as an Assistant Portfolio Manager. He is responsible for supporting the investment management team with portfolio and fixed income research as well as assisting with trading and reporting issues. Previously, Aaron worked as a Capital Markets Analyst at Wells Fargo Securities where he was responsible for assisting traders with new issues, repricing current securities, and placing trades with other primary dealers. Aaron was also providing economic and fixed income research to trading, sales and upper management.

Aaron graduated from the University of North Carolina at Charlotte in 2016 with a B.S. in Finance. He holds the FINRA Series 7 and 63 licenses. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Karl Meng joined Chandler Asset Management in 2022 as a Portfolio Strategist. He is a member of the Investment Management Team and participates actively in the portfolio management process as well as builds and maintains client relationships. He focuses on identifying and communicating key investment related themes and trends for implementation into clients’ portfolios.

Karl has over 14 years of Institutional Sales & Trading experience specializing in Federal Agency Fixed Income products, Mortgage-Backed Securities, and US Treasuries. Prior to joining Chandler, Karl was a Vice President for Vining Sparks IBG LP, where he was responsible for establishing and maintaining trading relationships with Government Entities and Institutional Asset managers. Karl is a graduate of San Diego State University with his B.A. in Economics. He holds the FINRA Series 7, Series 63, and Series 65 licenses.

Stephen Church joined Chandler in 2022 as an Assistant Portfolio Manager. He is responsible for supporting the investment management team with portfolio and fixed income research as well as assisting with trading and reporting issues.

Previously, Stephen worked as an Associate Portfolio Manager at Hearthstone Wealth Management where he provided research on economic and market conditions, trends, asset classes, individual investments, and investment strategies as well as assisted in investment model construction, implementation, management, and maintenance. Prior to working at Hearthstone, he worked at Fisher Investments as a Research Analyst within the Portfolio Evaluation Group.

Stephen graduated from the University of Arizona in 2012 with a B.S. in Business Administration. Stephen is currently pursuing the Chartered Financial Analyst® designation.

Aaron Nail joined Chandler Asset Management in 2022 as an Assistant Portfolio Manager. He is responsible for supporting the investment management team with portfolio and fixed income research as well as assisting with trading and reporting issues. Previously, Aaron worked as a Capital Markets Analyst at Wells Fargo Securities where he was responsible for assisting traders with new issues, repricing current securities, and placing trades with other primary dealers. Aaron was also providing economic and fixed income research to trading, sales and upper management.

Aaron graduated from the University of North Carolina at Charlotte in 2016 with a B.S. in Finance. He holds the FINRA Series 7 and 63 licenses. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

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Business Development

Ryan Tauber

Ryan Tauber

Managing Director of Business Development

Ryan Tauber is the Managing Director of Business Development at Chandler Asset Management. He is responsible for leading business development which includes the sales, marketing, and client service functions for the firm, as well as leveraging our past successes to expand our client base into other institutional and public agency opportunities.

Ryan brings over 20 years of experience in the financial services industry. Prior to joining Chandler, Ryan held roles with Morgan Stanley, Bank of America, and Union Bank where in addition to business development, his responsibilities included directing both strategy and risk related functions. Ryan is a graduate of the University of Southern California where he received his degree in Finance from the Marshall School of Business. In addition, he received his M.B.A. from Pepperdine University.

Stacey Alderson

Stacey Alderson, CTP

Client Service Director

Stacey Alderson joined Chandler Asset Management in 2014 and is a Client Service Director. Stacey oversees the daily responsibilities of the Client Service team including client communication, client reporting, and review/processing of client requested account activity. Stacey collaborates with all departments at Chandler to respond to account-related questions and changes, as well as coordinates the onboarding process of new client accounts.

Stacey serves as a liaison between clients and the Chandler team to facilitate the onboarding of new client accounts, proactively schedule client meetings, maintain existing client relationships, create and distribute client reports, and respond to client-generated requests. In addition, Stacey has significant expertise in assisting clients with cash flow analysis and in developing and maintaining cash flow projections within their treasury management operations.

Stacey began working in the financial services industry in 1998 through positions in both banking and asset management. She earned her B.A. in business administration with an emphasis in accounting from the University of Montevallo. Stacey has received the AFP designation as a Certified Treasury Professional (CTP).

*Please see the disclosure page for additional details on professional designations held by our team.

Hillary

Hillary Schuler-Jones

Director of Marketing

Hillary Schuler-Jones is a Director of Marketing and joined the firm in 2023. She is responsible for shaping the company’s marketing strategy, driving growth in key segments, and ensuring the brand is consistently and effectively represented across all channels.

Hillary has nearly 20 years of experience in marketing, advertising, and public relations. Prior to joining Chandler, she served as Director of Downstream Marketing for a Breg, Inc., where she oversaw corporate communications, events, channel marketing and customer experience. She is a passionate word nerd and grammar fanatic. Prior to Breg, she held roles at The Omidyar Group, Porter Novelli and Sharp HealthCare.

Hillary earned her MBA and dual Bachelor’s degrees in Journalism and Political Science from Cal Poly, San Luis Obispo.

Don Penner

Don Penner

Director of National Accounts

Don Penner joined Chandler Asset Management in 2010. In his role as Director of National Accounts, he is in charge of developing the firm’s sales, client service and marketing strategies, as well as leveraging our past successes to expand our client base into other institutional, public agency, sub-advisory and retail spaces.

Don brings over 15 years of experience in the financial services industry. Prior to joining Chandler as Vice President, National Accounts Manager, he was employed with Charles Schwab as a Director of National Accounts. Don has also held relationship management and national accounts positions with Managers Investment Group and Fremont Investment Advisors.

Don is a graduate of California State University, Chico, with his B.A. in communications and holds the FINRA Series 65 license.

Ryan Tauber is the Managing Director of Business Development at Chandler Asset Management. He is responsible for leading business development which includes the sales, marketing, and client service functions for the firm, as well as leveraging our past successes to expand our client base into other institutional and public agency opportunities.

Ryan brings over 20 years of experience in the financial services industry. Prior to joining Chandler, Ryan held roles with Morgan Stanley, Bank of America, and Union Bank where in addition to business development, his responsibilities included directing both strategy and risk related functions. Ryan is a graduate of the University of Southern California where he received his degree in Finance from the Marshall School of Business. In addition, he received his M.B.A. from Pepperdine University.

Stacey Alderson joined Chandler Asset Management in 2014 and is a Client Service Director. Stacey oversees the daily responsibilities of the Client Service team including client communication, client reporting, and review/processing of client requested account activity. Stacey collaborates with all departments at Chandler to respond to account-related questions and changes, as well as coordinates the onboarding process of new client accounts.

Stacey serves as a liaison between clients and the Chandler team to facilitate the onboarding of new client accounts, proactively schedule client meetings, maintain existing client relationships, create and distribute client reports, and respond to client-generated requests. In addition, Stacey has significant expertise in assisting clients with cash flow analysis and in developing and maintaining cash flow projections within their treasury management operations.

Stacey began working in the financial services industry in 1998 through positions in both banking and asset management. She earned her B.A. in business administration with an emphasis in accounting from the University of Montevallo. Stacey has received the AFP designation as a Certified Treasury Professional (CTP).

*Please see the disclosure page for additional details on professional designations held by our team.

Hillary Schuler-Jones is a Director of Marketing and joined the firm in 2023. She is responsible for shaping the company’s marketing strategy, driving growth in key segments, and ensuring the brand is consistently and effectively represented across all channels.

Hillary has nearly 20 years of experience in marketing, advertising, and public relations. Prior to joining Chandler, she served as Director of Downstream Marketing for a Breg, Inc., where she oversaw corporate communications, events, channel marketing and customer experience. She is a passionate word nerd and grammar fanatic. Prior to Breg, she held roles at The Omidyar Group, Porter Novelli and Sharp HealthCare.

Hillary earned her MBA and dual Bachelor’s degrees in Journalism and Political Science from Cal Poly, San Luis Obispo.

Don Penner joined Chandler Asset Management in 2010. In his role as Director of National Accounts, he is in charge of developing the firm’s sales, client service and marketing strategies, as well as leveraging our past successes to expand our client base into other institutional, public agency, sub-advisory and retail spaces.

Don brings over 15 years of experience in the financial services industry. Prior to joining Chandler as Vice President, National Accounts Manager, he was employed with Charles Schwab as a Director of National Accounts. Don has also held relationship management and national accounts positions with Managers Investment Group and Fremont Investment Advisors.

Don is a graduate of California State University, Chico, with his B.A. in communications and holds the FINRA Series 65 license.

Mia Corral Brown

Mia Corral Brown

Regional Director

Mia Corral Brown is a Regional Director at Chandler. Leveraging over two decades of experience providing client service to both institutional and public sector clients, Mia’s area of focus is on business development and engagement oversight for Public Sector clients in Southern California which include, Cities, Water Districts, Counties, Special Districts and Joint Power Authorities.

In her tenure at Chandler, Mia has served as an Associate, Vice President, Senior Vice President and Sr. Relationship Manager. She is adept at working alongside Public Agencies to provide comprehensive investment management and client service solutions.

Prior to joining Chandler, Mia was employed at Nicholas Applegate Capital Management as an Assistant Marketing Manager and has worked as a Sales Assistant in her early years in the Financial Industry. Mia is an active member of the California Society of Municipal Finance Officers (CSMFO), the Government Finance Officers Association (GFOA), California Municipal Treasurers Association (CMTA), and is a Member of the California Association of California Treasurers and Tax Collectors and several other Associations which support CA Public Agencies. Mia is a founding member of Women in Public Finance, San Diego Chapter and is a member of our Firm’s DEIB Committee.

Mia is a graduate of San Diego State University where she earned her B.A. in communications with an emphasis in business.

 

Mel Hamilton

Mel Hamilton

Senior Relationship Manager

Mel Hamilton is a Senior Relationship Manager at Chandler Asset Management. He is responsible for developing and servicing institutional client relationships in the Southeast, including public agencies, healthcare organizations, higher education, insurance funds, and special districts. Mel has over 25 years of investment industry experience that has focused on developing and enhancing investment programs encompassing fixed income and equity strategies for government and institutional clients.

Mel joined the firm in 2014. Prior to joining Chandler, Mel was a Senior Vice President at Davidson Fixed Income Management where he served as a Director of Client Services. He was also a Senior Managing Consultant at PFM Asset Management where he led the firm’s efforts in the Southeast for public agencies, healthcare, higher education, and insurance funds. He also previously worked at Trusco Capital Management where he led not for profit institutional sales in Florida.

Mel is a graduate of the University of Virginia, McIntire School of Commerce, with his B.S. in Business Administration. He also currently holds FINRA Series 7, 63 and 66 licenses.

Aneil Murthy

Aneil Murthy

Senior Relationship Manager

Aneil (Neil) Murthy is a Senior Relationship Manager and joined the firm in 2020. He has over a decade of experience in finance servicing public agency and institutional clients. Neil’s area of focus is on the development of client relationships in the public sector and he serves as a relationship manager for existing clients throughout Northern California.

Prior to joining Chandler, Neil was a Relationship Manager for BNY Mellon Corporate Trust’s Public-Not-For-Profit segment and was dedicated exclusively to California. Neil’s responsibilities included ensuring satisfaction for the bank’s high value clients and seeking out new opportunities. In this role, Neil serviced California cities, counties, special districts and transportation authorities and gained a broad understanding of the specific investment needs and financial challenges these entities face. Neil also worked for The Hartford Financial Services and served in a variety of client facing roles.

Neil is a graduate of the University of Connecticut with a B.A. in Political Science and earned an M.B.A. from Post University. Neil holds the FINRA Series 65 license.

Lili Arnsdorff

Lili Arnsdorff

Relationship Manager

Lili Arnsdorff joined Chandler Asset Management in 2023 as a Relationship Manager. She is responsible for the development of institutional client relationships across the southeastern United States including public agencies, healthcare organizations, higher education, insurance funds, and special districts.

Lili has spent her career in the Financial Services Industry and comes from a technology background. Her previous roles include time with Nasdaq, John Hancock, and Backstop Solutions in various client-facing roles based in Atlanta. In her previous roles, she worked with the investment teams for Institutional Investors such as Public Pensions, Endowments, Foundations, and Consultants. She has held several professional certifications including FINRA Series 6, SIE, FINRA Series 63, Life Insurance and Variable Annuity Certification, and a B2 Certification in Spanish Language.

She graduated from the University of Tennessee with a B.S. in Communications with an emphasis in Spanish and Business.

Mia Corral Brown is a Regional Director at Chandler. Leveraging over two decades of experience providing client service to both institutional and public sector clients, Mia’s area of focus is on business development and engagement oversight for Public Sector clients in Southern California which include, Cities, Water Districts, Counties, Special Districts and Joint Power Authorities.

In her tenure at Chandler, Mia has served as an Associate, Vice President, Senior Vice President and Sr. Relationship Manager. She is adept at working alongside Public Agencies to provide comprehensive investment management and client service solutions.

Prior to joining Chandler, Mia was employed at Nicholas Applegate Capital Management as an Assistant Marketing Manager and has worked as a Sales Assistant in her early years in the Financial Industry. Mia is an active member of the California Society of Municipal Finance Officers (CSMFO), the Government Finance Officers Association (GFOA), California Municipal Treasurers Association (CMTA), and is a Member of the California Association of California Treasurers and Tax Collectors and several other Associations which support CA Public Agencies. Mia is a founding member of Women in Public Finance, San Diego Chapter and is a member of our Firm’s DEIB Committee.

Mia is a graduate of San Diego State University where she earned her B.A. in communications with an emphasis in business.

 

Mel Hamilton is a Senior Relationship Manager at Chandler Asset Management. He is responsible for developing and servicing institutional client relationships in the Southeast, including public agencies, healthcare organizations, higher education, insurance funds, and special districts. Mel has over 25 years of investment industry experience that has focused on developing and enhancing investment programs encompassing fixed income and equity strategies for government and institutional clients.

Mel joined the firm in 2014. Prior to joining Chandler, Mel was a Senior Vice President at Davidson Fixed Income Management where he served as a Director of Client Services. He was also a Senior Managing Consultant at PFM Asset Management where he led the firm’s efforts in the Southeast for public agencies, healthcare, higher education, and insurance funds. He also previously worked at Trusco Capital Management where he led not for profit institutional sales in Florida.

Mel is a graduate of the University of Virginia, McIntire School of Commerce, with his B.S. in Business Administration. He also currently holds FINRA Series 7, 63 and 66 licenses.

Aneil (Neil) Murthy is a Senior Relationship Manager and joined the firm in 2020. He has over a decade of experience in finance servicing public agency and institutional clients. Neil’s area of focus is on the development of client relationships in the public sector and he serves as a relationship manager for existing clients throughout Northern California.

Prior to joining Chandler, Neil was a Relationship Manager for BNY Mellon Corporate Trust’s Public-Not-For-Profit segment and was dedicated exclusively to California. Neil’s responsibilities included ensuring satisfaction for the bank’s high value clients and seeking out new opportunities. In this role, Neil serviced California cities, counties, special districts and transportation authorities and gained a broad understanding of the specific investment needs and financial challenges these entities face. Neil also worked for The Hartford Financial Services and served in a variety of client facing roles.

Neil is a graduate of the University of Connecticut with a B.A. in Political Science and earned an M.B.A. from Post University. Neil holds the FINRA Series 65 license.

Lili Arnsdorff joined Chandler Asset Management in 2023 as a Relationship Manager. She is responsible for the development of institutional client relationships across the southeastern United States including public agencies, healthcare organizations, higher education, insurance funds, and special districts.

Lili has spent her career in the Financial Services Industry and comes from a technology background. Her previous roles include time with Nasdaq, John Hancock, and Backstop Solutions in various client-facing roles based in Atlanta. In her previous roles, she worked with the investment teams for Institutional Investors such as Public Pensions, Endowments, Foundations, and Consultants. She has held several professional certifications including FINRA Series 6, SIE, FINRA Series 63, Life Insurance and Variable Annuity Certification, and a B2 Certification in Spanish Language.

She graduated from the University of Tennessee with a B.S. in Communications with an emphasis in Spanish and Business.

Gabrielle Eacock

Gabrielle Eacock

Client Service Specialist

Gabrielle Eacock joined Chandler in 2019 and is a Client Service Specialist. Prior to her current role, she held the titles of Administrative Assistant I and II at Chandler.

Gabrielle serves as a liaison between clients and the Chandler team to maintain existing client relationships. She proactively schedules client meetings, creates and distributes client reports, and responds to client-generated requests. She also maintains the client database and assists with the Chandler Client Portal. Prior to joining Chandler, Gabrielle was a research assistant at San Diego State University. She has over 8 years of customer service and hospitality experience.

Gabrielle earned her B.A. in psychology with an emphasis in industrial and organizational psychology and a minor in women’s studies from San Diego State University in 2018. She is a notary public and was awarded the CFA Institute’s Investment Foundations Certificate (formerly Claritas® Investment Certificate) in 2022.

Katie Yuan

Katie Yuan

Client Service Specialist

Katie Yuan is a Client Service Specialist and joined Chandler Asset Management in 2021. She serves as a liaison between clients and the Chandler team to maintain existing client relationships. She proactively schedules client meetings, creates and distributes client reports, and responds to client-generated requests. She also maintains the client database and assists with the Chandler Client Portal. 

Katie is a graduate of Colorado State University and earned her B.S. in business administration with a dual emphasis in finance and management.

Nolan

Nolan Serumaga

Client Service Associate

Nolan Serumaga is a Client Service Associate and joined Chandler Asset Management in 2023. He serves as a liaison between clients and the Chandler team to maintain existing client relationships. He proactively schedules client meetings, creates, and distributes client reports, and responds to client-generated requests. Nolan also maintains the client database and assists with the Chandler Client Portal. Previously, Nolan was an intern at PIMCO and Capital Group. At PIMCO, Nolan gained broad exposure to financial markets, portfolio analysis, and client communication. At Capital Group, he researched, analyzed, identified, and documented opportunities for the Knowledge Management team.

Nolan is a graduate of California State University San Marcos with a B.S. in Business Administration with an emphasis in Global Supply Chain Management. Nolan holds the State Seal of Biliteracy in Spanish. 

Liza

Liza Duffy

Marketing Intern

Liza joined Chandler as a Marketing Intern in November 2023. She is responsible for supporting the Marketing and Business Development team with content management, proposals, communications projects, and creating and editing procedure documents for all marketing functions. She assists in setting up database administration and gathering information for sales opportunities.

In her previous role, Liza was the Marketing Intern for RippleMatch. She assisted the Leadership team with growth strategies. She was responsible for creating social media content and assisted with email marketing, and presentations. Liza will graduate from San Diego State University in 2024 with a B.S. in Psychology and minor in Business Administration.

Gabrielle Eacock joined Chandler in 2019 and is a Client Service Specialist. Prior to her current role, she held the titles of Administrative Assistant I and II at Chandler.

Gabrielle serves as a liaison between clients and the Chandler team to maintain existing client relationships. She proactively schedules client meetings, creates and distributes client reports, and responds to client-generated requests. She also maintains the client database and assists with the Chandler Client Portal. Prior to joining Chandler, Gabrielle was a research assistant at San Diego State University. She has over 8 years of customer service and hospitality experience.

Gabrielle earned her B.A. in psychology with an emphasis in industrial and organizational psychology and a minor in women’s studies from San Diego State University in 2018. She is a notary public and was awarded the CFA Institute’s Investment Foundations Certificate (formerly Claritas® Investment Certificate) in 2022.

Katie Yuan is a Client Service Specialist and joined Chandler Asset Management in 2021. She serves as a liaison between clients and the Chandler team to maintain existing client relationships. She proactively schedules client meetings, creates and distributes client reports, and responds to client-generated requests. She also maintains the client database and assists with the Chandler Client Portal. 

Katie is a graduate of Colorado State University and earned her B.S. in business administration with a dual emphasis in finance and management.

Nolan Serumaga is a Client Service Associate and joined Chandler Asset Management in 2023. He serves as a liaison between clients and the Chandler team to maintain existing client relationships. He proactively schedules client meetings, creates, and distributes client reports, and responds to client-generated requests. Nolan also maintains the client database and assists with the Chandler Client Portal. Previously, Nolan was an intern at PIMCO and Capital Group. At PIMCO, Nolan gained broad exposure to financial markets, portfolio analysis, and client communication. At Capital Group, he researched, analyzed, identified, and documented opportunities for the Knowledge Management team.

Nolan is a graduate of California State University San Marcos with a B.S. in Business Administration with an emphasis in Global Supply Chain Management. Nolan holds the State Seal of Biliteracy in Spanish. 

Liza joined Chandler as a Marketing Intern in November 2023. She is responsible for supporting the Marketing and Business Development team with content management, proposals, communications projects, and creating and editing procedure documents for all marketing functions. She assists in setting up database administration and gathering information for sales opportunities.

In her previous role, Liza was the Marketing Intern for RippleMatch. She assisted the Leadership team with growth strategies. She was responsible for creating social media content and assisted with email marketing, and presentations. Liza will graduate from San Diego State University in 2024 with a B.S. in Psychology and minor in Business Administration.

Nicole Tyson

Nicole Tyson

Marketing Specialist

Casey Hermoso

Casey Hermoso

Marketing Associate

Operations & Compliance Team

Michael Rasmussen

Michael Rasmussen, JD

Chief Compliance Officer/ General Counsel

Michael Rasmussen joined Chandler Asset Management in March of 2023 as the firm’s Chief Compliance Officer and General Counsel. He leads the compliance team, provides day-to-day guidance and compliance monitoring of the firm’s regulatory environment and the legal framework governing SEC-registered investment advisors. Michael also assists the firm’s CEO with the oversight functions within the firm and administering all aspects of the compliance program.

Michael began his career in the securities industry as a regulator with the Financial Industry Regulatory Authority (FINRA) and since that time has provided legal and compliance consulting services to hundreds of investment advisers, private fund managers, and broker-dealers. Michael has also served as Chief Compliance Officer and General Counsel for several established investment advisory firms. Michael graduated from Nova Southeastern University Shepard Broad College of Law and is a licensed attorney in Florida and a registered solicitor in the United Kingdom. He has passed the FINRA Series 7, 14, 24, 63, and 65 examinations and has taught several courses on investment adviser compliance. In addition, he sits on the Education Committee for the National Society of Compliance Professionals.

Kristin Franco

Kristin Franco

Director of Investment Operations

Kristin Franco joined Chandler in 2022 as the Director of Investment Operations. She is responsible for implementing investment operation best practices, supervising the operations team, and managing the supporting accounting/investment systems and processes.

Prior to joining the firm, Kristin served as Vice President and Head of Account Implementation in PIMCO’s Municipal SMA Client Service and Operations department. Kristin has over 15 years in the financial industry where she served in various Client Service and Operational roles at Gurtin Municipal Bond Management LLC, Wells Fargo Advisors, LLC and Merrill Lynch.

Kristin is a graduate of Humboldt State University where she earned her B.A in Psychology with an emphasis in Organizational Management. Kristin also received her M.A. in Management from the University of Redlands with an emphasis in Training, Coaching, and Development.

Michael Ramos

Michael Ramos

Senior Business Analyst

Michael Ramos is the Senior Business Analyst – Investments Technology at Chandler Asset Management. He is responsible for analyzing and advising current and future strategic business needs with investment technology related functions. Mike provides senior level consulting services to senior management and key stakeholders. Mike also provides department level support for business systems functionality, financial data management, and business process improvements. Mike’s previous role was Operations Director, where he oversaw the Investment Operations Team, trade processing, trade settlements, portfolio accounting, statement reconciliation, and client reporting. He joined Chandler Asset Management in 2004 as an Operation Associate. His previous experience includes financial accounting and reporting.

Mike earned his B.S. in business administration with a specialization in finance from California State University, San Marcos in 2003. In 2009, he received his M.B.A. in finance from National University.

Rhea Gutierrez

Rhea Gutierrez, IACCP

Senior Compliance Officer

Rhea Gutierrez joined Chandler Asset Management in 2014 and is a Senior Compliance Officer. She monitors compliance with client investment policies/guidelines, regulations, internal policies, and procedures. She also assists in the oversight of record retention and with the review process for all marketing and advertising materials.

Rhea has over 19 years of experience in investment management and held various roles in Compliance Risk Management, Institutional Trading, and Investment Operations.  Prior to joining Chandler, Rhea worked at Brandes Investment Partners with the Legal & Compliance team as Compliance Analyst.  Prior to her compliance role, Rhea served as Institutional Trader on the Institutional Trading desk at Brandes.  Previously, she was at Caywood-Scholl Capital Management with the Portfolio Management team providing support in fixed income research and financial analysis.  Other roles include Assistant Manager in Operations.

Rhea earned a B.A. from the University of California San Diego in Political Science.  She holds the designation of Investment Adviser Certified Compliance Professional (IACCP).

Michael Rasmussen joined Chandler Asset Management in March of 2023 as the firm’s Chief Compliance Officer and General Counsel. He leads the compliance team, provides day-to-day guidance and compliance monitoring of the firm’s regulatory environment and the legal framework governing SEC-registered investment advisors. Michael also assists the firm’s CEO with the oversight functions within the firm and administering all aspects of the compliance program.

Michael began his career in the securities industry as a regulator with the Financial Industry Regulatory Authority (FINRA) and since that time has provided legal and compliance consulting services to hundreds of investment advisers, private fund managers, and broker-dealers. Michael has also served as Chief Compliance Officer and General Counsel for several established investment advisory firms. Michael graduated from Nova Southeastern University Shepard Broad College of Law and is a licensed attorney in Florida and a registered solicitor in the United Kingdom. He has passed the FINRA Series 7, 14, 24, 63, and 65 examinations and has taught several courses on investment adviser compliance. In addition, he sits on the Education Committee for the National Society of Compliance Professionals.

Kristin Franco joined Chandler in 2022 as the Director of Investment Operations. She is responsible for implementing investment operation best practices, supervising the operations team, and managing the supporting accounting/investment systems and processes.

Prior to joining the firm, Kristin served as Vice President and Head of Account Implementation in PIMCO’s Municipal SMA Client Service and Operations department. Kristin has over 15 years in the financial industry where she served in various Client Service and Operational roles at Gurtin Municipal Bond Management LLC, Wells Fargo Advisors, LLC and Merrill Lynch.

Kristin is a graduate of Humboldt State University where she earned her B.A in Psychology with an emphasis in Organizational Management. Kristin also received her M.A. in Management from the University of Redlands with an emphasis in Training, Coaching, and Development.

Michael Ramos is the Senior Business Analyst – Investments Technology at Chandler Asset Management. He is responsible for analyzing and advising current and future strategic business needs with investment technology related functions. Mike provides senior level consulting services to senior management and key stakeholders. Mike also provides department level support for business systems functionality, financial data management, and business process improvements. Mike’s previous role was Operations Director, where he oversaw the Investment Operations Team, trade processing, trade settlements, portfolio accounting, statement reconciliation, and client reporting. He joined Chandler Asset Management in 2004 as an Operation Associate. His previous experience includes financial accounting and reporting.

Mike earned his B.S. in business administration with a specialization in finance from California State University, San Marcos in 2003. In 2009, he received his M.B.A. in finance from National University.

Rhea Gutierrez joined Chandler Asset Management in 2014 and is a Senior Compliance Officer. She monitors compliance with client investment policies/guidelines, regulations, internal policies, and procedures. She also assists in the oversight of record retention and with the review process for all marketing and advertising materials.

Rhea has over 19 years of experience in investment management and held various roles in Compliance Risk Management, Institutional Trading, and Investment Operations.  Prior to joining Chandler, Rhea worked at Brandes Investment Partners with the Legal & Compliance team as Compliance Analyst.  Prior to her compliance role, Rhea served as Institutional Trader on the Institutional Trading desk at Brandes.  Previously, she was at Caywood-Scholl Capital Management with the Portfolio Management team providing support in fixed income research and financial analysis.  Other roles include Assistant Manager in Operations.

Rhea earned a B.A. from the University of California San Diego in Political Science.  She holds the designation of Investment Adviser Certified Compliance Professional (IACCP).

Monica Stephens

Monica Stephens, IMC, BAIM

Compliance Specialist

Monica Stephens joined Chandler Asset Management in 2023 as a Compliance Specialist.  She is responsible for providing guidance and monitoring the firm’s legal and regulatory requirements.  Her previous roles include Vice President Compliance Officer with Barclays Wealth Investment Management, Senior Compliance Officer, and Senior Analyst.

Monica received her B.S. degree from SFSU.

 

 
Ben Gottlieb

Benjamin Gottlieb

Operations Specialist II

Ben Gottlieb is an Operations Specialist II at Chandler Asset Management. He provides support with daily reconciliation of accounts, processing of daily trades, portfolio reporting, and acts as a liaison between brokers and custodians. Ben joined the firm in 2021.

Ben has previous experience in operations and client service with independent wealth advisory and investment management firms. Prior to Chandler, Ben worked as an Investment Operations Specialist at Bank of Hawaii in Honolulu performing reconciliation of assets, accruals, cash, and income transactions, trade processing, and financial statement preparation. He also served as a Client Service Associate at CKW Financial Group, Honolulu, a private wealth adviser.

Ben earned his B.B.A. degree in finance from the University of Hawaii at Manoa in 2017.

Wesley Swana

Wesley Swana

Operations Specialist II

Wesley Swana joined Chandler Asset Management as an Operations Specialist II in 2023. He provides support with daily reconciliation of accounts, processing of daily trades, and portfolio reporting, and acts as a liaison between brokers and custodians.

Prior to Chandler, Wesley was an Index Sales Specialist at MSCI and worked as an analyst for Bloomberg, covering renewable energy asset finance, as well as coordinating Bloomberg New Energy Finance’s Clean Energy League Tables.

Wesley has a BCom degree in Economics from the University of South Africa and is a CAIA® Charterholder. Wesley is currently pursuing the Chartered Financial Analyst® designation.
Daniel Smith

Daniel Smith

Operations Specialist I

Daniel Smith joined Chandler Asset Management in 2023 as an Operations Specialist I. He provides support with daily reconciliation of accounts, processing of daily trades, and portfolio reporting, and acts as a liaison between brokers and custodians.

Daniel has previous experience in both small business and residential mortgage lending. He was a Credit Analyst at National Funding where he was responsible for reviewing personal and business credit and documentation. Prior to working at National Funding, he worked for American Internet Mortgage as a Loan officer, performing consultation and loan origination. He also served as a Client Service Associate at LPL Financial.

Daniel received his B.S. degree in business economics from Azusa Pacific University in 2019.

Monica Stephens joined Chandler Asset Management in 2023 as a Compliance Specialist.  She is responsible for providing guidance and monitoring the firm’s legal and regulatory requirements.  Her previous roles include Vice President Compliance Officer with Barclays Wealth Investment Management, Senior Compliance Officer, and Senior Analyst.

Monica received her B.S. degree from SFSU.

 

 

Ben Gottlieb is an Operations Specialist II at Chandler Asset Management. He provides support with daily reconciliation of accounts, processing of daily trades, portfolio reporting, and acts as a liaison between brokers and custodians. Ben joined the firm in 2021.

Ben has previous experience in operations and client service with independent wealth advisory and investment management firms. Prior to Chandler, Ben worked as an Investment Operations Specialist at Bank of Hawaii in Honolulu performing reconciliation of assets, accruals, cash, and income transactions, trade processing, and financial statement preparation. He also served as a Client Service Associate at CKW Financial Group, Honolulu, a private wealth adviser.

Ben earned his B.B.A. degree in finance from the University of Hawaii at Manoa in 2017.

Wesley Swana joined Chandler Asset Management as an Operations Specialist II in 2023. He provides support with daily reconciliation of accounts, processing of daily trades, and portfolio reporting, and acts as a liaison between brokers and custodians.

Prior to Chandler, Wesley was an Index Sales Specialist at MSCI and worked as an analyst for Bloomberg, covering renewable energy asset finance, as well as coordinating Bloomberg New Energy Finance’s Clean Energy League Tables.

Wesley has a BCom degree in Economics from the University of South Africa and is a CAIA® Charterholder. Wesley is currently pursuing the Chartered Financial Analyst® designation.

Daniel Smith joined Chandler Asset Management in 2023 as an Operations Specialist I. He provides support with daily reconciliation of accounts, processing of daily trades, and portfolio reporting, and acts as a liaison between brokers and custodians.

Daniel has previous experience in both small business and residential mortgage lending. He was a Credit Analyst at National Funding where he was responsible for reviewing personal and business credit and documentation. Prior to working at National Funding, he worked for American Internet Mortgage as a Loan officer, performing consultation and loan origination. He also served as a Client Service Associate at LPL Financial.

Daniel received his B.S. degree in business economics from Azusa Pacific University in 2019.

Miles Anderson

Miles Anderson

Law Clerk

Miles joined Chandler as a Law Clerk in January 2024. He is responsible for conducting legal research regarding proposed SEC rules and regulations, writing memorandums on federal and state regulations, and related proposed compliance programs. He assists in providing ad hoc support to our general counsel, Michael Rasmussen.

Miles is currently a third-year law student at the University of San Diego. In his previous role, Miles was the Transaction Tax Advisory Intern for EY. Here he was responsible for creating merger step plans, including analysis of US Federal Income Tax consequences. He reviewed Mutual Agreement Procedures and conducted due diligence on client targets.

Esteban Rascon

Esteban Rascon

Operations Specialist

Luz DeVries

Luz DeVries

Operations Specialist

Jake Rees

Jake Rees

Operations Associate

Miles joined Chandler as a Law Clerk in January 2024. He is responsible for conducting legal research regarding proposed SEC rules and regulations, writing memorandums on federal and state regulations, and related proposed compliance programs. He assists in providing ad hoc support to our general counsel, Michael Rasmussen.

Miles is currently a third-year law student at the University of San Diego. In his previous role, Miles was the Transaction Tax Advisory Intern for EY. Here he was responsible for creating merger step plans, including analysis of US Federal Income Tax consequences. He reviewed Mutual Agreement Procedures and conducted due diligence on client targets.

Administrative & IT Team

Adriana Haefner

Adriana Haefner, SHRM-SCP

Human Resources Director

Adriana Haefner joined Chandler as Human Resources Director and oversees core HR functions including payroll, benefits, performance management, employee relations, and safety. In her role, Adriana also works to enhance Chandler’s workplace culture through training, development, and recruiting efforts, as well as spearheads the planning, implementation, and evaluation of employee policies, programs, and practices.

Adriana has over twelve years’ experience in Human Resources. Before her role with Chandler, she served as the HR Director for Keller Interiors. Prior positions include HR Manager for the San Diego Convention Center and HR Director for Westcore Properties. Adriana has also served as the HR Manager for El Super Grocery Stores and Target Corporation. Her positions at Target also included Assets Protection Investigator, Logistics Manager, and Operations Manager.

Adriana holds a Bachelor of Arts from the University of Southern California and has her SHRM Senior Certified Professional designation.

Trang Nguyen

Trang Nguyen

Office Manager

Trang Nguyen is Office Manager at Chandler Asset Management. In her roles, she manages various projects, including accounting, benefits, payroll, event planning and recruitment. Trang also provides executive support to the CEO and COO.

Trang joined Chandler in 2013 with over 13 years of administrative and business operations support. Prior to joining the firm, she was an Executive Administrative Manager and Corporate Paralegal at Fallbrook Technologies and a Litigation Paralegal and International Operations Supervisor for The UPS Store corporate office.

Trang graduated from University of California, San Diego, earning her B.A. in history and political science and a M.B.A. from University of Phoenix. She also earned her paralegal certificate from the University of San Diego and is a notary public.

Devon

Devon Morris

Information Technology Manager

Devon Morris is an IT Manager and joined the firm in 2023 with over 25 years of information technology experience.  In his role, Devon will lead the modernization of the technical infrastructure, collaboration services, data, and analytics as well as security and ongoing strategy of technology.

Prior to joining Chandler, Devon worked at Microsoft Corporation for 19 years and held positions as a Senior Consultant, Program Manager, Engagement Manager, Account Executive, and Digital Advisor. He was responsible for messaging and collaboration, systems management, security monitoring, and cloud computing. In addition to his technical background, Devon’s professional experience includes working in the capacity of engagement manager, program manager, account manager, and project manager. 

Devon holds a B.S. in Business Administration from Colorado Technical University.

Michael Ramos

Michael Ramos

Senior Business Analyst

Michael Ramos is the Senior Business Analyst – Investments Technology at Chandler Asset Management. He is responsible for analyzing and advising current and future strategic business needs with investment technology related functions. Mike provides senior level consulting services to senior management and key stakeholders. Mike also provides department level support for business systems functionality, financial data management, and business process improvements. Mike’s previous role was Operations Director, where he oversaw the Investment Operations Team, trade processing, trade settlements, portfolio accounting, statement reconciliation, and client reporting. He joined Chandler Asset Management in 2004 as an Operation Associate. His previous experience includes financial accounting and reporting.

Mike earned his B.S. in business administration with a specialization in finance from California State University, San Marcos in 2003. In 2009, he received his M.B.A. in finance from National University.

Adriana Haefner joined Chandler as Human Resources Director and oversees core HR functions including payroll, benefits, performance management, employee relations, and safety. In her role, Adriana also works to enhance Chandler’s workplace culture through training, development, and recruiting efforts, as well as spearheads the planning, implementation, and evaluation of employee policies, programs, and practices.

Adriana has over twelve years’ experience in Human Resources. Before her role with Chandler, she served as the HR Director for Keller Interiors. Prior positions include HR Manager for the San Diego Convention Center and HR Director for Westcore Properties. Adriana has also served as the HR Manager for El Super Grocery Stores and Target Corporation. Her positions at Target also included Assets Protection Investigator, Logistics Manager, and Operations Manager.

Adriana holds a Bachelor of Arts from the University of Southern California and has her SHRM Senior Certified Professional designation.

Trang Nguyen is Office Manager at Chandler Asset Management. In her roles, she manages various projects, including accounting, benefits, payroll, event planning and recruitment. Trang also provides executive support to the CEO and COO.

Trang joined Chandler in 2013 with over 13 years of administrative and business operations support. Prior to joining the firm, she was an Executive Administrative Manager and Corporate Paralegal at Fallbrook Technologies and a Litigation Paralegal and International Operations Supervisor for The UPS Store corporate office.

Trang graduated from University of California, San Diego, earning her B.A. in history and political science and a M.B.A. from University of Phoenix. She also earned her paralegal certificate from the University of San Diego and is a notary public.

Devon Morris is an IT Manager and joined the firm in 2023 with over 25 years of information technology experience.  In his role, Devon will lead the modernization of the technical infrastructure, collaboration services, data, and analytics as well as security and ongoing strategy of technology.

Prior to joining Chandler, Devon worked at Microsoft Corporation for 19 years and held positions as a Senior Consultant, Program Manager, Engagement Manager, Account Executive, and Digital Advisor. He was responsible for messaging and collaboration, systems management, security monitoring, and cloud computing. In addition to his technical background, Devon’s professional experience includes working in the capacity of engagement manager, program manager, account manager, and project manager. 

Devon holds a B.S. in Business Administration from Colorado Technical University.

Michael Ramos is the Senior Business Analyst – Investments Technology at Chandler Asset Management. He is responsible for analyzing and advising current and future strategic business needs with investment technology related functions. Mike provides senior level consulting services to senior management and key stakeholders. Mike also provides department level support for business systems functionality, financial data management, and business process improvements. Mike’s previous role was Operations Director, where he oversaw the Investment Operations Team, trade processing, trade settlements, portfolio accounting, statement reconciliation, and client reporting. He joined Chandler Asset Management in 2004 as an Operation Associate. His previous experience includes financial accounting and reporting.

Mike earned his B.S. in business administration with a specialization in finance from California State University, San Marcos in 2003. In 2009, he received his M.B.A. in finance from National University.

Christian

Christian Fleming

Administrative Assistant

Christian Fleming joined Chandler Asset Management in 2023 as an Administrative Assistant. He supports the Office Manager and various departments with maintaining all office activities, event planning, processing daily receivables, purchasing, supplies, and facilities. Christian also assists in directing and coordinating office services and related activities including internal office moves and providing arrangements for meetings.

Prior to joining the firm, he was a Facilities Operations and Project Admin Specialist at Cue Health. Christian earned his B.A. in Business Administration & Management from San Diego State University in 2021.

Christian Fleming joined Chandler Asset Management in 2023 as an Administrative Assistant. He supports the Office Manager and various departments with maintaining all office activities, event planning, processing daily receivables, purchasing, supplies, and facilities. Christian also assists in directing and coordinating office services and related activities including internal office moves and providing arrangements for meetings.

Prior to joining the firm, he was a Facilities Operations and Project Admin Specialist at Cue Health. Christian earned his B.A. in Business Administration & Management from San Diego State University in 2021.

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